Personal Lines Customer Service Representative

Position Overview

At Triad Financial Services, a leading provider of financial and insurance solutions within the manufactured housing industry, we are seeking a Personal Lines Insurance Customer Service Representative (CSR) to support our growing insurance department. This role focuses on servicing existing policyholders, supporting internal teams, and delivering high-quality customer experience through inbound service requests.

Key Responsibilities

• Respond to inbound customer and internal inquiries related to personal lines insurance policies (homeowners, manufactured home coverage, etc.).
• Provide policy servicing support including endorsements, billing inquiries, coverage explanations, and general account maintenance.
• Research customer questions, coverage details, and policy history to resolve issues accurately and efficiently.
• Assist with insurance escrow-related inquiries, including coordination with internal loan servicing teams when applicable.
• Maintain accurate documentation and records in agency management and carrier systems.
• Ensure compliance with all company policies, carrier guidelines, and state insurance regulations.
• Deliver professional, courteous, and solution-oriented service on every interaction.
• Perform related duties as assigned by management.

Required Qualifications

• 1–2 years of customer service experience in insurance, financial services, mortgage, or a related industry.
• Working knowledge of escrow accounts, insurance billing, or policy servicing preferred.
• Experience with insurance agency management systems strongly preferred.
• Strong computer proficiency, including Microsoft Word, Excel, and Outlook.
• Ability to navigate multiple systems and work efficiently in a Windows-based environment.
• Excellent verbal and written communication skills.
• Professional, friendly, and confident phone presence.
• Strong attention to detail with the ability to work under pressure and manage deadlines.